OASIS Investment Strategies
OASIS Investment Strategies offers clients access to a variety of alternative investment strategies through managed accounts and fund structures. It offers custom investment solutions coupled with enhanced reporting, operational efficiency, and prudent risk management.
Chief Executive Officer
Julie DeMatteo is currently the Chief Executive Officer of OASIS Investment Strategies. She is responsible for overseeing the activities of the firm’s commodity pool operator and broker-dealer activities.
Julie was Executive Director of Business Development for AlphaMetrix LLC responsible for asset raising, product development and establishing wholesale distribution relationships for the firm. Before joining AlphaMetrix, she was a Director, President and Chief Executive Officer of UBS Managed Fund Services Inc.(UBSMF). DeMatteo was affiliated with UBSMF since 2003, acting as counsel to the firm and then overseeing its daily affairs. Prior to becoming directly affiliated with UBSMF, she served as Executive Director and Senior Counsel to the UBS exchange traded derivatives business. Prior to joining UBS in 2000, she was affiliated with ING (US) Securities, Futures and Options Inc. as Director of Legal and Compliance and BA Futures, Inc. as General Counsel since 1991. In addition to practicing law, DeMatteo was employed in regulatory and accounting functions by exchanges and futures commission Merchants.
She holds a Bachelor of Science in Accounting and Finance from Eastern Illinois University and Juris Doctorate from Loyola University College of Law.
Contact: firstname.lastname@example.org | 312.373.4814
Eric G. Gurdian
Chief Financial Officer
Eric Gurdian is the Chief Financial Officer of OASIS Investment Strategies and Global Treasurer of RJO Holdings LLC. He has 25+ years of investment industry experience at major international banks and brokerage firms. Eric is responsible for the overseeing of the investment strategies of all customer accounts.
Contact: email@example.com | 312.373.5296
Mark T. Clements
Chief Investment Officer, Senior Portfolio Manager
Mark Clements is Chief Investment Officer, Senior Portfolio Manager of OASIS Investment Strategies. He has 20 years of investment industry experience, and is responsible for developing and executing the short-term fixed income investment strategies for client portfolios. Mark was Vice President and Portfolio Manager of Horizon Cash Management LLC for 10 years before joining OASIS.
Contact: firstname.lastname@example.org | 303.607.5755
Portfolio Manager, Advanced Analyst
Richard (Rich) Ignacio is the Portfolio Manager, Advanced Analyst of OASIS Investment Strategies. He has 15 years of investment industry experience and is responsible for executing short-term fixed income investments for the client portfolios. Rich was Vice President and Head of Portfolio Operations of Horizon Cash Management LLC for 10 years before joining OASIS.
Contact: email@example.com | 312.373.5182
Chief Compliance Officer
Mr. Perrotta Oasis Investment Strategies in October 2015 as Chief Compliance Officer. Mr. Perrotta joined R.J. O’Brien & Associates, LLC, Oasis’ affiliate, a futures commission merchant, in October 2012, where he serves as Senior Director and Associate General Counsel. Prior to joining Oasis and .J. O’Brien, Mr. Perrotta was employed by an international asset management organization, specializing in quantitative alternate investment strategies, where he served initially as Associate General Counsel before being promoted to General Counsel. In these capacities, he was responsible for a wide-range of legal, regulatory, and compliance matters impacting the Superfund Group of Investment Companies’ activities, including its registered investment advisor, commodity pool operator, broker-dealer, and introducing broker businesses. Mr. Perrotta has a Law Degree (Juris Doctorate) and a Master of Business Administration in Finance (MBA) from DePaul University and holds the Series 3, 7, and 24 licenses.
Contact: firstname.lastname@example.org | 312.373.5023
Colleen M. Roberts
Chief Operations Officer
Colleen M. Roberts is currently the Chief Operations Officer of OASIS Investment Strategies with more than 30 years of experience in the futures/commodities industry. Prior to OASIS, Colleen joined R.J. O’Brien & Associates in 1987 where she held the roles of: Controller, Director of Special Projects and Senior Analyst- FIS. As the Director of Special Projects, she and her team were responsible for the monthly payout calculations for over 400 Introducing Brokers, Salesmen and Sales team. Colleen brings a diverse knowledge of commodity back office and accounting operations. Prior to joining RJO, Colleen worked at Saul Stone & Company (now FC Stone) and for the CME Clearing House.
She received her undergraduate degree in Business Administration in 1981 from Marquette University and has a Paralegal Certificate from Roosevelt University.
Contact: email@example.com | 312.373.5058
David Reyna, CFA
Chief Risk Officer
David Reyna is the Chief Risk Officer of OASIS Investment Strategies. David has many years of experience in the futures/commodities industry and joined R.J. O’Brien in 2006. His duties include conducting research, due diligence, and risk monitoring for the OASIS platform, as well as designing custom portfolios of Alternatives. His principal expertise and focus has been in the areas of asset management and investing.
David earned his Bachelor of Science in Business Administration from the University of Illinois Champaign – Urbana and a Masters of Business Administration from Northwestern University’s Kellogg School of Management with concentrations in finance and marketing. While at Kellogg, David was selected to participate in an exchange program at Peking University Guanghua School of Management in Beijing, China. David is a Chartered Financial Analyst (CFA)charterholder.
Contact: firstname.lastname@example.org | 312.373.5366
Kevin C. Craney
Kevin C. Craney is a Director in the Asset Management division of OASIS Investment Strategies. Prior to this Kevin was Senior Market Strategist with RJO Futures. In this role, he managed client assets focusing on managed futures investments, as well as hedging and speculative trading.
Kevin’s financial career includes experience as an investor relations analyst, treasury and cash management, and work with interest rate and credit derivatives. Kevin currently holds a Series 3, 7, 34, and 63 with the NFA and FINRA. Kevin is currently working toward completing his Chartered Alternative Analyst Certification.
Contact: email@example.com | 312.373.5354
Kerry A. Corcoran
Kerry Corcoran is an Associate Director for OASIS Investment Strategies. Kerry assists with creating and implementing all marketing related duties associated with the OASIS platform. Kerry’s duties include creating tailored presentations for clients. Kerry also maintains the OASIS Manager Database and provides demonstration of the OASIS technology. Another one of Kerry’s responsibilities is to act as the first point of contact and monitor the OASIS hotline and general information mailbox to handle client inquiries. Kerry is responsible for the design, implementation, and maintenance of the OASIS website and coordinates closely with IT in order to facilitate this.
Kerry is a recent graduate from Lynn University in Boca Raton, FL. Kerry earned her Bachelors in Business and Management and Masters in Business Administration with an emphasis on International Marketing. Kerry currently holds a Series 3 and Series 7 Certificate with the NFA and FINRA.
Contact: firstname.lastname@example.org | 312.373.4938